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INTREPID FINANCIAL PLANNING GROUP, LLC
CRD 112196 · SEC 801-61020
2454 E. 116TH STREET, CARMEL, IN, 46032, United States
Phone
317-818-1776
Fax
317-818-1774
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$390.4M
Discretionary AUM
$390.4M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1232 | $129.2M |
| High net worth individuals | 212 | $257.2M |
| Charitable organizations | 2 | $237K |
| Corporations/business entities | 11 | $3.7M |
States served
AZ, CA, GA, IL, IN, KY, MI, NY, OH, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD